Civic Intelligence

Clara M Cromwell Testamentary Trust

990PF • Fiscal year 2015 • EIN 30-6047574

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 27, 2016

Organization Profile
PO Box 1558 Dept Ea4e86Columbus, OH 43216

(419) 249-3303

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

4th percentile

-157%

Higher net margin than 4% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

60th percentile

$9,147

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 59.0% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

$614,912

No earlier filing loaded for comparison.

Net Assets

$614,912

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin4th percentile

Revenue

$15,505

No earlier filing loaded for comparison.

Expenses

$39,835

No earlier filing loaded for comparison.

Net Income

-$24,330

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2015: $614,912Liabilities 2015: $0Net Assets 2015: $614,9122015Assets 2016: $595,394Liabilities 2016: $0Net Assets 2016: $595,3942016Assets 2017: $591,031Liabilities 2017: $0Net Assets 2017: $591,0312017Assets 2018: $570,864Liabilities 2018: $0Net Assets 2018: $570,8642018Assets 2019: $664,286Liabilities 2019: $0Net Assets 2019: $664,2862019Assets 2020: $648,747Liabilities 2020: $0Net Assets 2020: $648,7472020Assets 2021: $638,836Liabilities 2021: $0Net Assets 2021: $638,8362021Assets 2022: $621,433Liabilities 2022: $0Net Assets 2022: $621,4332022Assets 2023: $610,136Liabilities 2023: $0Net Assets 2023: $610,1362023Assets 2024: $590,478Liabilities 2024: $0Net Assets 2024: $590,4782024

Highlighted filing

2015

Assets$614,912
Liabilities$0
Net Assets$614,912
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $15,505Expenses 2015: $39,835Net Income 2015: -$24,3302015Revenue 2016: $17,440Expenses 2016: $37,082Net Income 2016: -$19,6422016Revenue 2017: $32,038Expenses 2017: $37,297Net Income 2017: -$5,2592017Revenue 2018: $20,255Expenses 2018: $40,385Net Income 2018: -$20,1302018Revenue 2019: $129,027Expenses 2019: $36,476Net Income 2019: $92,5512019Revenue 2020: $28,945Expenses 2020: $44,825Net Income 2020: -$15,8802020Revenue 2021: $31,937Expenses 2021: $43,820Net Income 2021: -$11,8832021Revenue 2022: $31,045Expenses 2022: $46,426Net Income 2022: -$15,3812022Revenue 2023: $27,691Expenses 2023: $38,893Net Income 2023: -$11,2022023Revenue 2024: $22,925Expenses 2024: $42,663Net Income 2024: -$19,7382024

Highlighted filing

2015

Revenue$15,505
Expenses$39,835
Net Income-$24,330
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 27, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$9,147-$9,147
Filing and Contact Details

Filer

Filer Name
Clara M Cromwell Testamentary Trust
EIN
30-6047574
Phone
4192493303
Address
PO BOX 1558 DEPT EA4E86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
4192493303
Signed
2016-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
Raw XML Appendix386 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.069071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.041087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0658107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0676663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0679372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0677288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0673351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0674481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt033766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247892
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt033642
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt033766
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0124
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt033766
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1558
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLUMBUS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043528
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HUNTINGTON BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum04192493303
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt029632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MCCLURE UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 24
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MCCLURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043534
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029632
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031336
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02430
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032781
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033766
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01445
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02430
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01466
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02015 INCOME POSTED IN 2016
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01678
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02014 INCOME POSTED IN 2015
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt031
TaxesSchedule/TaxesDetail/Amt1244
TaxesSchedule/TaxesDetail/Amt231
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt231
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HUNTINGTON NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04192493303
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLARA M CROMWELL TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CROM
ReturnHeader/Filer/EIN0306047574
ReturnHeader/Filer/PhoneNum04192493303
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1558 DEPT EA4E86
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043216
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327290
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH B HULL
ReturnHeader/ReturnTs02016-04-29T13:00:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$614,912
Liabilities
$0
Net assets
$614,912
Revenue
$15,505
Expenses
$39,835
Net income
-$24,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.23$0.43$0.20
2023Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.28$0.39$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.31$0.46$0.15
2021Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.32$0.44$0.12
2020Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.29$0.45$0.16
2019Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$1.29$0.36$0.93
2018Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.20$0.40$0.20
2017Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.32$0.37$0.05
2016Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.17$0.37$0.20
2015Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.16$0.40$0.24